General Overview:

All users should have a Counts Report set up with the “Incoming Referrals” report applied to your agencies Housing System Navigation project.

Client is referred to your agency

Open your client’s record and enter them into your Housing System Navigation Project

You can enter the client into the HSN project without first having to obtain a client consent form, however, this form should be collected/resigned as soon as possible

Update the Referral Need Status

Open the entry into the Skilled Assessor’s project to collect your client’s contact information

Use “Client Notes” in Client Profile tab to provide notes that all agencies can view

Pre-recorded Webinar

Detailed Instructions:

Step 1: Create a Counts Reportto monitor incoming referralsto your project. Counts Reports are an easy way to manage the flow of referrals to your project. In addition, they provide a quick means of accessing the client record directly.

A. From the HMIS Home Page, click the icon next to Customize Home Page Dashboard.

B. Click Add Counts Report.

C. Click the icon in the Counts Report Dashlet to bring up the settings.

D. Set the Report Name to Incoming Referrals, set the Dates to All Dates, set the Provider Type to Provider, and set the Provider as the specific project that will be receiving referrals (i.e. All Chicago - PSH Project), then click OK.

Note: Please do not select the parent provider. For example, select All Chicago - Housing System Navigation instead of All Chicago.

E. Once completed, you will see the number of referrals your project has received. You can click the number to display the list of Client IDs corresponding to the individuals referred to your project, and click the Client ID to view the individual’s Client Profile.

Step 2: Create an Entry into your project and use Client Notes to update Housing Providers.

A. From the Summary Tab , Click Add Entry/Exit to begin the process of adding an Entry.

B. Select your Housing System Navigation Project in the Provider menu, select the HUD type, and click Save & Continue to open the assessment.

C. Complete the HUD CoC & ESG Entry assessment. For more guidance on this process, see the Getting to Know ServicePoint guide by clicking here.

D. To create a Client Note , click on the Client Profile Tab, and scroll down to Client Notes. Click Add New Client Note

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E. Enter your note in the text box and click Save.

Step 3: View the Assessment data to gain contact information to begin to attempt to contact the client to complete an intake . View and download any documentation you need, which has been uploaded by a Skilled Assessor.

A. When a referral is made to your project, the Matching Team will allow you to view theclient’s Assessment data gathered in the Chicago CoC Standardized Housing Assessment. Onthe Client Summary Tab , click on the icon next to the client’s entry into the ChicagoCoordinated Entry System (CES) Skilled Assessor Project, and then click Save &Continue.

B. Scroll down to view the client’s assessment, but please do not change any data. View theclient’s contact information to get in touch with the client.